BairesDev
  1. Solutions
  2. CRM

CRM DEVELOPMENT SERVICES

Build custom CRM solutions with experts trusted by 1500+ companies.

We build custom CRM platforms, integrate existing systems, and migrate legacy data for enterprises across industries. Work with senior engineers who've shipped scalable CRM applications that centralize customer data and streamline business operations.

Javier M.

Sr. CRM Software Engineer

Javier M.

12 years of experience

Previous Client

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Diego R.

Sr. CRM Integration Engineer

Diego R.

9 years of experience

Previous Client

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Valentina S.

Sr. CRM Architect

Valentina S.

14 years of experience

Previous Client

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Andrés L.

Sr. CRM Data Engineer

Andrés L.

11 years of experience

Previous Client

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Mariana P.

Sr. CRM UI/UX Designer

Mariana P.

10 years of experience

Previous Client

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Trusted by CTOs at 1500+ companies:

CUSTOM CRM DEVELOPMENT SERVICES

No matter what you're building, we can help.

Our CRM development services cover custom CRM software development, cloud-based CRM solutions, mobile CRM applications, API integrations, and data migration. We support teams from discovery and architecture through deployment and ongoing optimization.

  • Google Cloud Platform Partner
  • AWS Partner
  • ISO 27001 certified - Information Security Management System
  • Custom CRM Software Development

    Off-the-shelf CRM platforms force businesses to adapt workflows around rigid feature sets and licensing models that don't scale with growth. We build custom CRM solutions tailored to your sales cycles, customer data requirements, and business processes.

    The architecture starts with your sales process and data model, not a template. We map customer touchpoints, define access levels based on actual team roles, and connect to ERPs and marketing tools where data needs to flow. So you get software that fits your operations without workarounds.

  • CRM Integration & API Development

    Disconnected systems trap customer data in silos and require manual data entry across platforms. We build API integrations that connect your CRM with marketing tools, e-commerce platforms, support systems, and third-party data sources.

    Integration work begins with mapping where customer data lives and where it needs to go. We connect Salesforce, HubSpot, Dynamics, or custom databases and handle the difficult parts—authentication, rate limits, error recovery, transformation logic—so records stay consistent without manual intervention.

  • Cloud-Based CRM Development

    On-premises CRM systems limit remote access, complicate backup procedures, and require ongoing infrastructure maintenance. We build cloud-based CRM solutions on AWS, Azure, or Google Cloud that provide anywhere access, automatic scaling, and managed security.

    Migration starts with your existing data and infrastructure constraints. We design the cloud architecture, move records without downtime, and configure security controls for your compliance requirements. You get a cloud CRM without inheriting infrastructure management overhead.

  • CRM Mobile App Development

    Sales and support teams lose productivity when CRM access requires returning to a desktop. We develop native and cross-platform mobile CRM applications that provide full functionality on iOS and Android devices.

    We optimize API payloads to ensure the interface remains responsive on cellular networks. We also implement push notifications to drive real-time action on urgent workflows. So apps work offline and sync when connectivity returns, with push notifications ensuring urgent leads don't wait.

  • CRM Data Migration & Consolidation

    Migrating customer data from legacy systems or consolidating multiple databases risks data loss, duplicate records, and extended downtime. We manage CRM data migration projects that preserve data integrity while minimizing business disruption.

    Every migration starts with understanding what could go wrong. We map source and target schemas, identify records that won't transfer cleanly, and build validation checkpoints throughout the process. Using phased cutovers with rollback capability let business operations continue even if issues surface during migration.

  • CRM Customization & Configuration

    Standard CRM platforms provide generic features that don't match specialized industry workflows or unique business models. We customize Salesforce, Microsoft Dynamics, HubSpot, and other platforms to fit exact requirements.

    Customization goes beyond adding fields. We redesign page layouts around how your team actually works, build automation rules that enforce your business logic, and create reports that answer the questions leadership actually asks. The platform starts behaving like software built specifically for your company, with data integrity and reporting you can trust.

  • CRM Performance Optimization

    Slow CRM systems frustrate users, reduce adoption, and waste productive time. We optimize CRM performance by profiling database queries, refactoring inefficient code, and implementing caching strategies.

    Diagnosis comes first. We instrument the system to identify where time goes—slow queries, inefficient API calls, bloated page loads. Our fixes target root causes rather than symptoms. Most clients see response times drop significantly within weeks, which directly improves user adoption and data quality.

  • CRM Security & Compliance Implementation

    CRM systems storing customer data face regulatory requirements and security threats that standard configurations don't address. We implement security controls and compliance frameworks for GDPR, HIPAA, PCI-DSS, and industry-specific regulations.

    Compliance isn't a checkbox exercise. We configure encryption, establish audit trails, define retention policies, and implement access controls based on what regulators actually examine. When audits happen, documentation is organized and systems demonstrate compliant controls without last-minute scrambling.

CRM case studies

Hundreds of CRM projects delivered.

From initial integration to enterprise-wide deployment, we have the experience to build CRM systems that deliver real value. It's why 500+ clients choose us as their development partner.

  • HEALTHCARE

    Integrated Customized Salesforce CRM for a $40B Healthcare Manufacturer

  • HOME SERVICES

    Developed a Mobile Lead Generation App with HubSpot CRM Integration

    Swordpoint Services
  • PROFESSIONAL SERVICES

    Built a Centralized Professional Development Platform with CRM Integration

MARKETING

PatraCompany closed CRM integration gaps across its marketing platform with BairesDev engineers.

  • 2-Year Engagement

PatraCompany, a digital marketing agency specializing in video and inbound marketing, needed to connect their CRM tool to multiple data sources via APIs. Their Platform as a Service provided customers access to critical lead nurturing data, but integration gaps limited functionality. We embedded developers to build the PatraSAS CRM web application and the necessary API integrations.

  • Worked on Patra's CRM web application and new modules

  • Built API integrations with HubSpot, Outlook, and GSuite

  • Automated data exports and deployments

Get expert help for your CRM project.

Their engineers perform at very high standards. We've had a strong relationship for almost 7 years.

OUR CRM DEVELOPMENT TEAMS

Meet the CRM experts behind our best work.

Behind every successful CRM solution is a highly specialized team. That's why we have experts for every stage of CRM development, from architecture and backend engineering to integration and user experience design.

    • C#
    • Java
    • Salesforce Apex
    • SQL Server
    • Salesforce Certified Platform Developer I & II
    • Microsoft Certified: Dynamics 365 Developer Associate
    • MuleSoft
    • Node.js
    • Azure Integration Services
    • MuleSoft Certified Developer
    • AWS Certified Solutions Architect – Associate
    • Salesforce
    • AWS
    • Terraform
    • Salesforce Certified Technical Architect
    • TOGAF 9 Certified
    • Talend
    • Informatica
    • SQL Server
    • MongoDB
    • Microsoft Certified: Azure Data Engineer Associate
    • Informatica Certified Professional
    • Figma
    • Lightning Design System
    • React
    • Salesforce Certified UX Designer
    • NN/g UX Certification

Onboard a CRM team in weeks, not months.

About BairesDev

Why work with BairesDev? We’re trusted by the world’s top tech teams.

BairesDev is a US-based company powered by LATAM dev teams. Since 2009, we’ve built software for companies of all sizes—from scrappy startups to Fortune 500 giants. In fact, we’re one of the fastest-growing software development companies in the world. If you’re looking for onshore quality with nearshore benefits, we’re the partner for you.

1250+

Projects
Delivered

4000+

Developers
On Staff

96%

Client Retention
Rate

500+

Active
Clients

Why work with us

How we work

Here's what makes us easy to work with and hard to replace:

From code quality to compliance, we’ve optimized every part of how we work to support high-performing engineering teams. For you, that means clearer communication and smoother delivery. Plus, get peace of mind from having a development partner you can depend on.

  • Vetted Senior Talent
    We hire the top 1% of over two million applicants, so you only work with the best.
    We give you engineers who’ve already proven they can deliver. Our rigorous evaluation process includes technical tests, English assessments, soft skill screening, problem-solving simulations, and more. Out of over 2 million applicants who apply yearly, fewer than 1% get the chance to join our team. This is how we ensure you get highly qualified developers who are experts in their fields.
  • Timezone Aligned
    We work your team’s hours, which creates faster feedback loops and fewer blockers.
    Our nearshore software engineers share your workday, answering Slack messages, joining daily stand-ups, and presenting demos in real time. Project management is streamlined, questions are answered quickly, blockers are resolved as they come up, and simple code reviews take minutes, not days.
  • Proficient in English
    Our engineers have strong English skills, so communication and documentation are clear.
    Our engineers have 8+ years of experience collaborating with US teams. They excel at articulating complex technical concepts to diverse stakeholders, producing meticulous documentation, and driving technical discussions. This eliminates the ambiguity common with global teams.
  • Full-stack Capabilities
    With expertise in 100+ technologies, we have every specialist your project requires.
    We cover architecture, development, testing, DevOps, and everything in between—reducing hand-offs and creating better architecture decisions for a smoother path from concept to production.
  • Scalable Teams
    Our bench strength lets you scale engineering teams to meet new demands in weeks.
    With 4,000+ engineers on staff and thousands more in our pipeline, we can spin up pods or scale multiple teams across your company in days—so you hit aggressive timelines without bottlenecks.
  • Standard MSAs & SOWS
    We’re easy to onboard because we work the way your legal team expects us to.
    Because we’re based in the US, we follow the same legal standards your team already trusts—using MSAs, SOWs, and documentation that fit your procurement process.
  • NDAs & IP Protection
    We take data and IP seriously, with full protection baked into every engagement. 
    Every engagement begins with a mutual NDA and clear IP ownership terms. Our secure workflows and confidentiality protocols also protect existing codebases and proprietary data.
  • Enterprise-grade Security
    Our devs follow security protocols that meet even the strictest enterprise standards.
    Our engineers work only within the systems they need, using strict access control, audit-friendly workflows, secure repository storage, and more—bringing enterprise-grade protection to every engagement.
  • Managed Delivery
    We actively track our devs’ work to make sure they consistently meet expectations.
    Delivery managers monitor progress, resolve blockers, and report regularly, so you never have to chase updates or second-guess performance.

Work with our CRM development experts.

Flexible engagement models

Need CRM expertise?
Plug us in where you need us most.

We customize every engagement to fit your workflow, priorities, and delivery needs.

  • Need a couple of extra software engineers on your team?

    Staff Augmentation

    Get senior, production-ready developers who integrate directly into your internal team. They work your hours, join your standups, and follow your workflows—just like any full-time engineer.

  • Need a few teams to deliver several projects in simultaneously?

    Dedicated teams

    Spin up focused, delivery-ready pods to handle full builds or workstreams. Together we align on priorities. Then our tech PMs lead the team and drive delivery to maintain velocity and consistency.

  • Want to offload everything to us, from start to finish?

    Software outsourcing

    Hand off the full project lifecycle, from planning to deployment. You define the outcomes. We take full ownership of the execution and keep you looped in every step of the way.

Kick off CRM development projects in 2-4 weeks.

We have reps across the US.

Speak with a client engagement specialist near you.

  1. Discuss solutions and decide team structure.

    Tell us more about your needs. We'll discuss the best-fit solutions and team structure based on your success metrics, timeline, budget, and required skill sets.

  2. Onboard your team and get to work.

    With project specifications finalized, we select your team. We're able to onboard developers and assemble dedicated teams in 2-4 weeks after signature.

  3. We track performance on an ongoing basis.

    We continually monitor our teams' work to make sure they're meeting your quantity and quality of work standards at all times.

CRM SOLUTIONS

Build with CRM engineers who have experience in your industry.

We've delivered projects across 130+ industry sectors, so you won't waste time getting us up to speed. Our engineers come in with a clear understanding of your industry's compliance requirements and unique needs.

  • Build secure, compliant CRM systems that manage client portfolios and support wealth management operations.

    Build solutions for:
    • Client relationship management for wealth advisors
    • Loan origination and application tracking
    • Compliance documentation and audit trails
    • KYC and AML workflow automation
    • Client onboarding and verification systems
    • Financial advisor performance tracking
    • Cross-sell and upsell opportunity identification
    • Private banking client engagement platforms
    • Wealth advisor-client relationship tracking
    • Referral partner and center of influence management

CRM DEVELOPMENT CAPABILITIES

We cover the CRM stack (and everything around it).

As a top custom CRM development company, we use a modern tech stack with a focus on proven tools. Our expertise spans 100+ technologies, so we're equipped to support your full roadmap: CRM and beyond.

  • CRM Platforms & Frameworks

    We implement and customize leading CRM platforms based on deployment requirements, licensing models, and integration needs. These platforms provide foundation features, workflow automation, and extensibility for custom requirements.
    Salesforce
    Microsoft Dynamics 365
    HubSpot
    Zoho CRM
    SugarCRM
    Oracle Siebel
    SAP
    CRM
    Pipedrive
  • Backend Development & APIs

    We build custom CRM backends and APIs using frameworks that support scalability, maintainability, and integration flexibility. These tools enable custom business logic, data processing, and third-party connectivity.
    .NET Core
    Java Spring Boot
    Node.js
    Python
    Django
    Ruby on Rails
    PHP Laravel
  • Database & Data Management

    We design database architectures for CRM systems using platforms that handle relational data, provide query optimization, and support high-volume transactions. These systems maintain data integrity and enable complex reporting.
    Microsoft SQL Server
    PostgreSQL
    MySQL
    Oracle Database
    MongoDB
    Amazon RDS
    Azure
    SQL Database
    Snowflake
  • Cloud Infrastructure & Hosting

    We deploy CRM applications to cloud platforms using services that provide auto-scaling, managed databases, and global availability. These platforms reduce infrastructure overhead and support elastic growth.
    Amazon Web Services
    Microsoft Azure
    Google Cloud Platform
    Heroku
    DigitalOcean
  • Integration & ETL Tools

    We connect CRM systems with existing applications using integration platforms that handle data transformation, error handling, and workflow orchestration. These tools enable automated data synchronization across systems.
    Mulesoft
    Zapier
    Dell Boomi
    Informatica
    Talend
    Apache Camel
    Microsoft Power Automate
    Workato
  • Mobile Development

    We build native and cross-platform mobile CRM applications using frameworks that support offline functionality, push notifications, and device-specific features. These tools enable field teams to access CRM data anywhere.
  • Analytics & Reporting

    We implement reporting and analytics capabilities using tools that visualize CRM data, create dashboards, and enable self-service analytics. These platforms support data-driven decision-making.
    Tableau
    Power BI
    Looker
    Qlik Sense
    Google Data Studio
    Sisense
    Amazon QuickSight
  • DevOps & CI/CD

    We automate CRM application deployment using containerization and pipeline tools that enable consistent environments, automated testing, and rollback capabilities. These platforms accelerate release cycles.
    Docker
    Kubernetes
    GitHub Actions
    GitLab CI
    Jenkins
    Azure DevOps
    Terraform
    Ansible
  • Security & Identity Management

    We secure CRM systems using tools for authentication, authorization, encryption, and audit logging. These platforms enforce access controls and maintain compliance with regulatory requirements.
    Azure Active Directory
    Okta
    HashiCorp Vault
    AWS IAM
  • Testing & Quality Assurance

    We validate CRM functionality using automated testing frameworks that cover unit tests, integration tests, and end-to-end scenarios. These tools maintain code quality and prevent regressions.
    Selenium
    CyPress
    JUnit
    NUnit
    pytest
    Postman
    SoapUI
    JMeter
Curious how we'd approach your CRM project?

CRM DEVELOPMENT PROCESS

How we deliver CRM solutions that drive business value:

We've refined our custom CRM development services across dozens of complex projects since 2009. Whether you need end-to-end execution or support for your in-house team, we can step in wherever you need us to move projects forward without friction.

Discovery & Requirements Analysis

We work closely with stakeholders to understand business processes and CRM objectives. This includes mapping current workflows, identifying pain points, documenting data sources, and defining success metrics.

1

CRM Strategy & Platform Selection

We evaluate build-versus-buy decisions, assess platform capabilities, and recommend CRM solutions. This ensures the selected approach supports both immediate needs and long-term growth.

2

Data Architecture & Schema Design

We design database schemas that model customer relationships, business entities, and workflow requirements. We define object hierarchies, establish data validation rules, and map relationships.

3

UX Design & Prototyping

We create wireframes and prototypes that validate workflows before development begins. This reduces rework by surfacing usability issues and ensuring the CRM interface matches how teams work.

4

Custom Development & Configuration

We build custom CRM features, configure settings, and develop integrations using APIs and middleware. Development follows modular architecture principles to support maintainability.

5

Integration & Data Migration

We connect the CRM with existing systems like ERP platforms, marketing automation tools, and support systems. Data migration includes cleansing legacy data and validating accuracy.

6

Security & Access Control

We configure role-based permissions, implement data encryption, and establish audit logging. This protects data while ensuring teams have access based on responsibilities and compliance requirements.

7

User Acceptance Testing & Training

We conduct UAT sessions with actual users to validate functionality against requirements. This includes system navigation, workflows, reporting capabilities, and best practices to drive adoption.

8

Deployment & Change Management

We execute phased rollouts using pilot groups before full deployment, minimizing risk and gathering feedback. Change management includes communication, support, and adoption tracking.

9

Performance Monitoring & Optimization

We implement monitoring for system performance, user adoption metrics, and data quality. Post-launch optimization addresses bottlenecks and tunes queries to maintain responsiveness.

10

Ongoing Support & Enhancement

We provide production support, including bug fixes, user assistance, security patches, and feature enhancements. Regular health checks and planning ensure the CRM continues delivering value as needs evolve.

11

Client testimonials

Get CRM results you can stand behind.

Our work holds up in reviews, in production, and in front of the board.

Join 500+ companies who count on our CRM developers

Global companies have trusted us to build and scale custom CRM solutions for over a decade.

  • Forcepoint
  • Abbott
  • AbbVie
  • Abra
  • Acklands-Grainger
  • Acumen
  • Arlo
  • Associated Press
  • Autodesk
  • Avigilon
  • Azlo
  • BBVA
  • Blackboard
  • Burger King
  • Care.com
  • Chime
  • ConsumerAffairs
  • GlobalStart
  • CropTrak
  • eBay
  • Ernst & Young
  • Fresenius
  • Gennev
  • Google
  • Great Wolf Lodge
  • Groupon
  • Hewllet-Packard
  • HomeAdvisor
  • IBM
  • Instructure
  • IPG Mediabrands
  • IQVIA
  • iSeatz
  • iWave
  • Johnson & Johnson
  • Kapsch
  • Keller Williams
  • Kinesso
  • Limeade
  • Netgear
  • Newsela
  • NextRoll
  • Panasonic
  • Patra Company
  • Pinterest
  • R/GA
  • Regeneron
  • Repay
  • Rolls-Royce
  • Salesforce
  • Sana Sano Consulting
  • SAP
  • SiriusXM
  • Swordpoint
  • Thomson Reuters
  • Ticket Galaxy
  • Trone Brand Energy
  • Turner
  • Udemy
  • Univision
  • Urban Outfitters
  • Verisk
  • ViacomCBS
  • Volkswagen
  • Volvo
  • Whirlpool
  • Xtensifi

Excellence.
Our minimum bar for client delivery.

Over 130 awards, accolades, and achievements showcase our quality and commitment to client success.

Our trophy cabinet
  • 1,250+projects
    delivered
    projects executed successfully
  • 130+industry
    sectors
    industry sectors industry sectors
  • America's Fastest-Growing Companies 2025 by Financial Times
    America's Fastest-Growing Companies 2025 by Financial Times
  • Top 100 U.S. IT Innovators 2025 by CIO100 Awards
    Top 100 U.S. IT Innovators 2025 by CIO100 Awards
  • Nearshore North America Top Software Developers 2025 by Clutch
    Nearshore North America Top Software Developers 2025 by Clutch
  • Top 100 Global Outsourcing Providers 2024 by IAOP Global Outsourcing 100
    Top 100 Global Outsourcing Providers 2024 by IAOP Global Outsourcing 100

Accelerate CRM development and delivery with our top-rated nearshore teams.

Schedule a Call

What tech leaders ask about our CRM development services:

  • How quickly can you staff a CRM development team?

    We typically onboard CRM teams within 2–4 weeks. Our 4,000+ engineer bench includes CRM developers with experience in Salesforce, Microsoft Dynamics, custom development, API integrations, and data migration. This means we can assemble the right team quickly.

  • What level of experience do your CRM developers bring?

    We screen over 2 million applicants annually and hire less than 1%. We only select senior engineers with 8+ years of proven experience. Our engineers have built custom CRM platforms, integrated CRM systems with complex enterprise architectures, and migrated legacy data without downtime. Our experts understand the trade-offs between custom development and platform configuration.

  • Will your team work in our time zone and integrate with our processes?

    Yes. Our nearshore CRM developers work US business hours, communicate in English, and participate fully in your standups, sprint planning, and reviews. We adopt your tools, follow your processes, and operate as an extension of your in-house team.

  • Can you work with our existing CRM platform or legacy system?

    Absolutely. Our engineers have worked with Salesforce, Microsoft Dynamics 365, HubSpot, Zoho, SugarCRM, custom-built CRMs, and legacy systems. We audit existing implementations, identify technical debt and integration gaps, and propose incremental improvements that don't disrupt ongoing operations.

  • Do you have experience in regulated industries?

    Yes. We’ve delivered hundreds of projects for organizations operating in highly regulated industries and are ISO 27001 certified. That experience directly informs how we design and implement CRM solutions. We build with regulatory constraints in mind from day one, including strict data governance, access controls, and security controls. Our CRM work commonly incorporates encrypted data storage, audit logging, role-based access controls, and secure API design to support compliance with frameworks such as HIPAA, GDPR, and PCI-DSS.

  • How does BairesDev deliver CRM projects faster than in-house hiring or other vendors?

    Three factors accelerate delivery. First, our 4,000+ engineer bench means we staff teams in 2–4 weeks instead of months of recruiting. Second, our CRM developers average 8–10+ years of experience, so they ramp up on your codebase and business logic quickly. Third, nearshore time zone alignment eliminates the 24-hour feedback delays that slow offshore engagements.

  • What factors affect the cost of a CRM development project?

    Cost varies based on project complexity, team composition, and engagement duration. Custom-built CRM platforms require more investment than platform customization work on Salesforce or Dynamics. Integration scope and data migration complexity also influence total investment. Connecting two systems costs less than orchestrating data flows across ERP, marketing automation, and support platforms. Working with vetted senior engineers typically accelerates delivery and reduces rework, both of which often lower total project cost. 

  • How do you maintain team stability over long engagements?

    Our model is built for continuity and long-term partnerships. Most engineers stay on CRM projects for 2+ years, so you won't be dealing with constant churn. Our 96% client retention rate reflects organizations continuing to work with us year after year. When team adjustments are needed, our 4,000+ bench of vetted engineers allows quick scaling while maintaining momentum through documentation and structured handoffs.

  • What's the difference between staff augmentation and dedicated teams for CRM projects?

    Staff augmentation embeds individual CRM developers into your existing team structure. You still manage priorities, sprints, and delivery directly. Dedicated teams operate as a self-managed unit, owning a defined scope or product area. We also offer end-to-end outsourcing where we handle end-to-end execution against requirements. During discovery, we help you identify which model fits your timeline, internal capacity, and project complexity.

  • Do you handle contracts and billing in the US?

    Yes. We operate from US headquarters under US law and jurisdiction. All contracts and billing flow through domestic channels, making procurement straightforward.

Useful CRM resources

CRM resources.
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See why the biggest names in tech choose our CRM development services.

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